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Jonathan Michael Mertens

United Capital Financial Advisors

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About Jonathan Michael Mertens

Jonathan Michael Mertens is a financial advisor with United Capital Financial Advisors in Fort Collins, CO. Jonathan has over 6 years of experience in the financial services industry. Jonathan holds the Series 66, Series 7 and SIE licenses. Jonathan also has experience with TIAA-CREF Individual & Institutional Services, LLC and Goldman Sachs & Co. LLC. Jonathan's specializations include financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Jonathan Mertens is currently registered with United Capital Financial Advisors. United Capital Financial Advisors is an investment advisory firm based in Irving, Texas. They offer a variety of services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm manages over $17.7 billion in assets and has a team of over 200 licensed professionals. They are registered with the SEC and have offices across the United States.
United Capital Financial Advisors

125 E JOHN CARPENTER FRWY

IRVING, TX 75062

$17.69B

Assets Under Management

1,689

Total Clients

127

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser for other investment advisers

Sub-adviser for other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Mertens’s Registration & Firm History

CO

04/06/2022 - Present

United Capital Financial Advisors (Fort Collins CO)

CO

04/06/2022 - 11/14/2023

GOLDMAN SACHS & CO. LLC (FORT COLLINS CO)

CO

08/04/2017 - 12/20/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 08/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Michael Mertens.
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